StockDriftsStockDriftsTop 46 Brandywine Managers LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CPB | THE CAMPBELLS COMPANY | 36.68% | 3.33M | $74.1M | +0.00%(+0) | $29.73(-21.68%) | 2026-06-30 | |
| ACWI | ISHARES TR | 22.8% | 293.7K | $46.1M | +0.00%(+0) | $93.56(+73.66%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 12.25% | 32.4K | $24.8M | +0.98%(+315) | $181.61(+24.18%) | 2026-06-30 | |
| PATH | UIPATH INC | 5.43% | 1.01M | $11.0M | +0.00%(+0) | $36.46(-54.25%) | 2026-06-30 | |
| NTRA | NATERA INC | 1.96% | 14.6K | $4.0M | +0.00%(+0) | $25.69(+1109.67%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.5% | 15.2K | $3.0M | -19.51%(-3.68K) | $13.20(+1606.61%) | 2026-06-30 | |
| AMD | ADVANCED MICRO DEVICES INC | 1.5% | 5.2K | $3.0M | -26.56%(-1.89K) | $129.39(+273.30%) | 2026-06-30 | |
| DDOG | DATADOG INC | 1.3% | 10.1K | $2.6M | +0.00%(+0) | $63.12(+299.63%) | 2026-06-30 | |
| NET | CLOUDFLARE INC | 1.3% | 10.7K | $2.6M | +7.78%(+771) | $99.23(+233.41%) | 2026-06-30 | |
| TWST | TWIST BIOSCIENCE CORP | 1.07% | 21.0K | $2.2M | +0.00%(+0) | $27.24(+359.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.41% | +34.58% | -5.42% | -24.30% |
| Top 20 Holdings Unweighted | +26.05% | +100.29% | +0.67% | +3.41% |
Brandywine Managers LLC reports $202.16M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are CPB (36.7%), ACWI (22.8%) and CRWD (12.3%). The top 20 holdings account for 92.83% of reported assets. Its disclosed equity book has returned +34.58% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Brandywine Managers LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1135121). View Brandywine Managers LLC’s 13F filings on SEC